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about you

First Name

Last Name

Best Phone Number

about your business

Business Name

Email Address

How many years in Business?

Trade/Services Offered

Most current year taxes were filed?

about your Books

Previous Bookkeeping Situation (please specify how your books have been taken care of up to now)

Number of business accounts? (Checking, Savings, Trust, Credit Card)

Number of business loans?

Number of business lines of credit?

Approximate annual revenue

What month were books last reconciled? If unsure, please write unsure

A QuickBooks Online Subscritption is required in order for BreeBooks to service your books. Do you have an active QuickBooks online subscription? If so, please specify which type (Simple Start, Essentials, Plus or Advanced). If no subscription, will you be willing to get one at a discounted rate through BreeBooks?

Bookkeeping with BreeBooks is a partnership effort. There will be some items requested from you each month to help ensure the accuracy of your book (Bank statements, providing clarification on unusal transactions etc). Will you or someone on your team be willing to respond to inquires in a timely manner?

Are you in need of one-time clean-up services to catch you up to the current month? If so, from what month/year would you need to start?

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about you

about your business

about your Books

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